Downtown Financial Representative

Foresters Financial Services, Inc. provides everyday families and individuals with financial solutions, guidance, and tools, to meet their needs across all life stages. Our financial representatives, who are among the best trained in the business, offer personalized service combined with a solid, long-term approach and fresh thinking.

You can also take pride in knowing that you are part of Foresters, an international financial services provider that gives back to the community and cares deeply about family well-being. Each year Foresters organizes thousands of community activities, providing financial contributions and hands-on volunteerism in support of charitable partners that make a meaningful and lasting impact in local communities.

What you need . . .

Bachelor's degree

Strong communication and marketing skills with the ability to work one-on-one with clients

The ability to plan your day and achieve goals

An interest in developing financial strategies and a genuine concern for the welfare of others

An entrepreneurial work ethic and the desire to achieve financial success

What you will do . . .

Recommend solutions to your clients for their investment needs

Collaborate with others in developing presentations delivered in group settings or one-on-one

Keep in touch with clients to ensure that they have the right products for their current needs

Create referral opportunities and build a referral-based practice

Determine the course for your career in terms of financial objectives

How we help you . . .

Our extensive training program and state-of-the-art learning system is designed to prepare you so you are both business savvy and confident when working with your clients. You will enjoy a professional office environment with all the support and tools you need to

be successful.

New Representatives start out earning wages and commissions, so while you take care of your clients, we take care of you.

Products we offer . . .

Mutual Funds

Life Insurance (Whole Life, Term Life & Variable Life)

Annuities

Retirement Vehicles

Education Plans

Foresters Financial is a member of:

FINRA (Financial Industry Regulatory Authority)

ICI (Investment Company Institute)

ASBO (Association of School Business Officials)

NTSAA (National Tax Shelter Account Association)

PPA (American Society for Pension Professionals and Actuaries)

SIPC (Securities Investor Protection Corporation)

Areas of interests that lead to success . . .

Finance

Sales

Marketing

Hospitality

Banking

Retail

Industrial

Military

Insurance

Financial Planner

Customer Service

Customer Support

Public service

Communication

Entrepreneurship

Sociology

Social worker

Psychology

Foresters Financial is building a brighter future . . . one Representative

at a time!

#LI-JR1

Foresters Financial and Foresters are trade names and trademarks of The

Independent Order of Foresters (a fraternal benefit society) and its subsidiaries,

including Foresters Financial Services, Inc. Foresters Financial Services, Inc. does not provide legal, tax or estate planning services. All investing involves risk, including the risk that you may lose money.

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VIEW JOBS11/16/2018 12:00:00 AM2019-02-14T00:00Company Overview
About TD Bank, America's Most Convenient Bank®
TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US.
TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit www.td.com.
Job Description
The Customer Service Representative II - Financial Service Representative In-Training acts as a Customer Service Representative (CSR) within the store while actively preparing for the licensing required for the Financial Service Representative (FSR) role within the store (life & health licenses). The FSR in Training acts as a resource for large/complex credit needs within the store, consistently providing exemplary Customer Service through selling and cross-selling a wide range of banking products, and services to new and existing Customers. FSR's in Training are expected to complete required licensing within 90 days (FT) or 120 days (PT) in this role and move into the Financial Service Representative Role.
Requirements
* Prepares for Life and Health Licensing exams through proactive engagement in the education process and successful achievement of licensing requirements within the specified time frame.
* Works with Store Manager to ensure appropriate study time for licensing exams is allotted while Store coverage is maintained.
* Acts as a Wealth referral champion for the store.
* Meets with customers and prospects and develops understanding of other financial objectives and needs. Assesses customer information and suggests appropriate product and service solutions. Sells customers on value and benefits of suggested alternatives and closes sales.
* Maintains strong product and sales knowledge and champions core service values.
* Provides sound advice at every Customer interaction to create a positive Customer Experience and ensures that the Customer's financial needs are met.
* Contributes to the ongoing improvement of the Customer Experience by leading, coaching and modeling quality service at every Customer interaction.
* Responsible for meeting or exceeding specific individual sales goals.
* Must be eligible for employment under regulatory standards applicable to the position.
Qualifications
* High School Diploma or equivalent experience.
* 2-4 Years of related experience.
* Certified as a Consumer Lender.
* Sales skills with the ability to influence Customers.
* Excellent Customer Service skills.
* Excellent written and verbal communication skills.
* Previous Financial Serves or sales experience helpful.
* Demonstrated effective problem solving skills.
* Demonstrates ability to schedule and prioritize work.
* Demonstrated ability to work independently and within deadlines.
* Ability to train less experienced team members.
* Strong PC skills.
* Complete Core Training Requirements.
* Successful Certification as a Consumer Lender (CCL).
* Must have current Notary License.
* Ability to provide community services, including, but not limited to, WOW! Zone training classes.
* Completes online regulatory training requirements.
Hours
40
Inclusiveness
At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach her/his potential.
If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.
TD Bank GroupNew YorkNY

VIEW JOBS10/4/2018 12:00:00 AM2019-01-02T00:00What you need . . .
* Bachelor's degree
* Strong communication and marketing skills with the ability to work one-on-one with clients
* The ability to plan your day and achieve goals
* An interest in developing financial strategies and a genuine concern for the welfare of others
* An entrepreneurial work ethic and the desire to achieve financial success
What you will do . . .
* Recommend solutions to your clients for their investment needs
* Collaborate with others in developing presentations delivered in group settings or one-on-one
* Keep in touch with clients to ensure that they have the right products for their current needs
* Create referral opportunities and build a referral-based practice
* Determine the course for your career in terms of financial objectives
How we help you . . .
Our extensive training program and state-of-the-art learning system is designed to prepare you so you are both business savvy and confident when working with your clients. You will enjoy a professional office environment with all the support and tools you need to
be successful.
New Representatives start out earning wages and commissions, so while you take care of your clients, we take care of you.
Products we offer . . .
* Mutual Funds
* Life Insurance (Whole Life, Term Life & Variable Life)
* Annuities
* Retirement Vehicles
* Education Plans
Foresters Financial is a member of:
* FINRA (Financial Industry Regulatory Authority)
* ICI (Investment Company Institute)
* ASBO (Association of School Business Officials)
* NTSAA (National Tax Shelter Account Association)
* PPA (American Society for Pension Professionals and Actuaries)
* SIPC (Securities Investor Protection Corporation)
Areas of interests that lead to success . . . ·
Finance ·
Sales ·
Marketing ·
Hospitality ·
Banking ·
Retail ·
Industrial ·
Military ·
Insurance ·
Financial Planner ·
Customer Service ·
Customer Support ·
Public service ·
Communication ·
Entrepreneurship ·
Sociology ·
Social worker ·
Psychology
Foresters Financial is building a brighter future . . . one Representative
at a time!
#LI-JR1
Foresters Financial™ and Foresters™ are trade names and trademarks of The
Independent Order of Foresters (a fraternal benefit society) and its subsidiaries,
including Foresters Financial Services, Inc. Foresters Financial Services, Inc. does not provide legal, tax or estate planning services. All investing involves risk, including the risk that you may lose money.
Foresters Financial Services, Inc.New YorkNY

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